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Planned Giving Top 10 List

Unitarian Universalist Congregation in Fullerton
Planned Giving
Top 10 Things You Can Do Today!


1. Prepare a will.  Only 50% of those who pass away have one. Without a will you lose control of the distribution of your possessions.


2. Leave a gift in your will for the charitable organizations that are important to you. Less than 3% of all wills settled contain a charitable provision. Imagine the positive impact on your community if everyone made even a modest donation to a favorite nonprofit.


3. Leave a specific dollar amount or percentage of the assets in your will to your favorite charity. The provision can be part of a new will or added to your existing will as a codicil.


4. Consider using assets for your charitable gift. These can include but aren’t limited to:

stocks, bonds, CDs, real estate, vehicles, art, and jewelry. Such gifts may even provide tax savings.


5. Name your favorite charity as a beneficiary of your IRA or pension plan.


6. Purchase a new life insurance policy naming your favorite charity as the beneficiary.  


7. Name your favorite charity as the beneficiary of an existing life insurance policy.


8. Remember your deceased loved ones with memorial gifts to charities.


9. Encourage family members and friends to leave gifts to charities in their wills.


10. Ask your financial advisor about how you might incorporate charitable giving into yourestate planning strategies.



Adapted from “Planning Your Congregation’s Future” from UU Church of Fort Lauderdale